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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,915 | $185,312-73.6% | $161,489-69.7% | $154,746-68.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 23.41% | 103.84%-80.4pp | 89.72%-66.3pp | 172.34%-148.9pp |
| Employer contribution / active EE | $4,100 | $4,769-14.0% | $4,268-3.9% | $4,379-6.4% |
| Participant deferral / active EE | $6,500 | $6,350+2.4% | $5,630+15.5% | $6,730-3.4% |
| Admin fee / account holder | $275 | $18,654-98.5% | $16,006-98.3% | $14,365-98.1% |